#  @TBstockinvestor The dutch stocktrader The dutch stocktrader posts on X about $ptal, $tal, block, dividend the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::814822835143196672/interactions)  - [--] Week [------] +71% - [--] Month [------] +1,336% - [--] Months [------] +55% - [--] Year [-------] -32% ### Mentions: [--] [#](/creator/twitter::814822835143196672/posts_active)  - [--] Week [--] -33% - [--] Month [--] -22% - [--] Months [---] +1.20% - [--] Year [---] -17% ### Followers: [---] [#](/creator/twitter::814822835143196672/followers)  - [--] Week [---] +1.30% - [--] Month [---] +3.10% - [--] Months [---] +37% - [--] Year [---] +55% ### CreatorRank: [-------] [#](/creator/twitter::814822835143196672/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 32% [stocks](/list/stocks) 14% [currencies](/list/currencies) 9% [countries](/list/countries) 7% **Social topic influence** [$ptal](/topic/$ptal) 75%, [$tal](/topic/$tal) 70%, [block](/topic/block) 26%, [dividend](/topic/dividend) #83, [$evo](/topic/$evo) #5, [oil](/topic/oil) 12%, [strong](/topic/strong) 10%, [average](/topic/average) 8%, [in the](/topic/in-the) 7%, [growth](/topic/growth) #429 **Top accounts mentioned or mentioned by** [@lingrenlarsen](/creator/undefined) [@speedwellllc](/creator/undefined) [@utvecklingslra1](/creator/undefined) [@phil_hk](/creator/undefined) [@marketshaker9](/creator/undefined) [@realstevenfat1](/creator/undefined) [@speedwell_llc](/creator/undefined) **Top assets mentioned** [TAL Education Group (TAL)](/topic/$tal) [Evotec SE (EVO)](/topic/$evo) [BHP Group Limited (BHP)](/topic/$bhp) ### Top Social Posts Top posts by engagements in the last [--] hours "@Speedwell_LLC A lot of new tabels are in latam us or Philippines. Latam en Philippines are lower income countries with lower bet sizes. Also some america doesnt allow streaming outside of said state meaning player count will be lower aswell" [X Link](https://x.com/TBstockinvestor/status/2020515932007788557) 2026-02-08T15:11Z [---] followers, [---] engagements "Evolution's $evo q4 numbers could be good. It looks like they got an average of 55-60.000 players for the quarter. My early revenue projections are: live games shows 460-480 mil RNG 75-80 mil" [X Link](https://x.com/anyuser/status/2016436886160523713) 2026-01-28T09:03Z [---] followers, [----] engagements "Evolution $evo still dominates the Live game show market. Out of the top [--] games [--] belong to evolution. out of the top [--] games [--] belong to evolution" [X Link](https://x.com/anyuser/status/2017544921121476907) 2026-01-31T10:26Z [---] followers, [---] engagements "The big issue for evolutions gaming $evo's share price is investors that are blindsided by the short term. They are still THE live gaming segment. Out of the top [--] live game shows they own [--]. Even if asia is preforming badly in the short term as long as the online gambling industry grows they are benefiting. https://twitter.com/i/web/status/2018599787654701187 https://twitter.com/i/web/status/2018599787654701187" [X Link](https://x.com/anyuser/status/2018599787654701187) 2026-02-03T08:17Z [---] followers, [----] engagements "Evolution $evo revenue expectations for q4. Base expectation is a 2% q on q growth. The highest expectation is a full recovery of q2 revenue. I am personally looking for a bottom in asia's markets and a new base to grow from" [X Link](https://x.com/anyuser/status/2018971178744918068) 2026-02-04T08:53Z [---] followers, [----] engagements ""2026 will be our best year ever " i sure hope so π€£π€£ ICE [----] showcased Evolutions Year of Fun Our leaders summed it up best: - 119+ games coming in [----] - Exclusive Hasbro-powered innovations - A bold vision for where entertainment is headed Big ideas. Bigger roadmap. Even bigger future. Watch the recap π #ICE2026 https://t.co/74viOdkmDO ICE [----] showcased Evolutions Year of Fun Our leaders summed it up best: - 119+ games coming in [----] - Exclusive Hasbro-powered innovations - A bold vision for where entertainment is headed Big ideas. Bigger roadmap. Even bigger future. Watch the recap π" [X Link](https://x.com/TBstockinvestor/status/2018984253917483105) 2026-02-04T09:45Z [---] followers, [---] engagements "Evolution gaming $evo q4 numbers. -Profitability looks good -asian market looks good -American/latam looks great -eu preformed its worse q yet Revenue slight below market expectations" [X Link](https://x.com/anyuser/status/2019328814933758162) 2026-02-05T08:34Z [---] followers, [---] engagements "I think evolution $evo wants to wait with its dividend/buyback decision until they hear from the Nevada gaming regulators on galaxy. A [--] dividend and a [---] mil buyback on [---] mil cash is a thight fit. And over [--] mil on galaxy gaming. It is a thight fit" [X Link](https://x.com/anyuser/status/2019332261708005597) 2026-02-05T08:48Z [---] followers, [----] engagements "Someone is willing to sell you a company in a growing market (igaming) with a moat for less then 10x profit. If the dividend is maintain you get a 5% dividend aswell" [X Link](https://x.com/TBstockinvestor/status/2019357820987027711) 2026-02-05T10:29Z [---] followers, [---] engagements "Evolution $evo should consider allocating 100% of their capital to share buybacks at this point. At 9x pe it would give them a 11% return" [X Link](https://x.com/TBstockinvestor/status/2019695089233326532) 2026-02-06T08:50Z [---] followers, [----] engagements "I might be a conspiracy theorist but what if evo cant buy back shares because kenneth dart want to make an offer. There is [--] undiscussed piece of evidence. The offer has a minimum share price requirement of "the highest price in [--] months" [---] SEK. The ceo said "wait a couple of weeks" If kenneth dart would wait until the end of febuari he would only need to offer 828" [X Link](https://x.com/TBstockinvestor/status/2020453479869718979) 2026-02-08T11:03Z [---] followers, [---] engagements "IF this is true (i cant find the source) And darts custodian has 28.78% of shares and he still holds the swaps. He would be over 30% forcing him to make an offer within [--] weeks. Specifically the sentence "just wait a few weeks on capital allocation" doesnt make sense to me $evo #Evolution Darts custodian p 2878%. Fortstter ka. $EVO Darts custodian p 2878%. Fortstter ka. $EVO" [X Link](https://x.com/TBstockinvestor/status/2020778733053898958) 2026-02-09T08:36Z [---] followers, [----] engagements "There are very few reason to delay capital allocation. $evo -dividend or buyback cut -acquisitions/getting acquired -increasing Capex -lack of revenue/profits Evolution doesnt have significant Capex. Revenue for [----] q1 will be flat (worst case) They have plenty of capital to pay out a [--] dividend and buyback [---] mil in shares. All that is left is an getting an offer for the company. https://twitter.com/i/web/status/2020780870487904344 https://twitter.com/i/web/status/2020780870487904344" [X Link](https://x.com/TBstockinvestor/status/2020780870487904344) 2026-02-09T08:44Z [---] followers, [----] engagements "Hacksaw $hack seem to have pretty good numbers on stake. Specificaly Le fishermen released in februari this year has [----] players" [X Link](https://x.com/TBstockinvestor/status/2022031067923055078) 2026-02-12T19:32Z [---] followers, [----] engagements "I believe that there is a decent chance Dart stopped buying and that is the drop of the past [--] days. Either he is at 30% or just below it. $evo" [X Link](https://x.com/TBstockinvestor/status/2022274509118620116) 2026-02-13T11:39Z [---] followers, [---] engagements "I still wonder why Evolution $EVO decided to delay the dividend/buyback. Unless we see an acquisition offer. FCF per Q is roughly [---] mil - a buyback of [---] mil -stable dividend [---] mil (in q2) They still have cash reserves north of [---] mil to rely on. They would end the year with around [---] mil of cash. (Assuming no growth) https://twitter.com/i/web/status/2022289297219498366 https://twitter.com/i/web/status/2022289297219498366" [X Link](https://x.com/TBstockinvestor/status/2022289297219498366) 2026-02-13T12:38Z [---] followers, [----] engagements "We can all agree that delaying the dividend/buybacks was a major mistake. $evo. Unless of course they were forced to. I still wonder why Evolution $EVO decided to delay the dividend/buyback. Unless we see an acquisition offer. FCF per Q is roughly [---] mil - a buyback of [---] mil -stable dividend [---] mil (in q2) They still have cash reserves north of [---] mil to rely on. They would end the I still wonder why Evolution $EVO decided to delay the dividend/buyback. Unless we see an acquisition offer. FCF per Q is roughly [---] mil - a buyback of [---] mil -stable dividend [---] mil (in q2) They still have" [X Link](https://x.com/TBstockinvestor/status/2022296853203554388) 2026-02-13T13:08Z [---] followers, [---] engagements "It wouldnt make a lot of sense for this to be a factor. Last year they announced a [---] mil buyback and a 550-600 mil dividend. The acquisition was also expected to be closed earlier. Last year they had LESS in cash then this year. Alsobuybacks are paid through out the year and dividends are paid in q2 (end of) So you would get around [---] mil in FCF before they would have to pay the dividend. [----] mil in buybacks [----] mil for galaxy. [----] mil in dividends they would still have a roughly [---] mil cash position. https://twitter.com/i/web/status/2022381408342450203" [X Link](https://x.com/TBstockinvestor/status/2022381408342450203) 2026-02-13T18:44Z [---] followers, [---] engagements "It looks like petrotal's $ptal $tal block [---] is producing 550-650 bpd. Soon they will have a drill rig on the block. I am excited to know how strong this block can flow. #PTAL" [X Link](https://x.com/TBstockinvestor/status/1886724267435241937) 2025-02-04T10:31Z [---] followers, [---] engagements "Petrotal $ptal $tal production update My hopes for this month is 23kbpd+ a new record for petrotal. They started the month very strong at [------] bopd. I think it is possible. #PTAL 02/04/25 20:57:35 GMT - PetroPeru Data for #PTALDATA - see https://t.co/Dd3OCXvpd9 Lot [--] Average Monthly Production: [--------] BOPD Rolling [--] Day Average: [--------] BOPD Netback assumption: $40 USD/BBL Annualized NetBack based on rolling average: $369.92 MM USD https://t.co/olkSlnberw 02/04/25 20:57:35 GMT - PetroPeru Data for #PTALDATA - see https://t.co/Dd3OCXvpd9 Lot [--] Average Monthly Production: [--------] BOPD" [X Link](https://x.com/TBstockinvestor/status/1886882972126581008) 2025-02-04T21:02Z [---] followers, [----] engagements "Petrotal $ptal $tal production update. Production sits at [------] bpd. Very strong I hope the company can maintain production above 23.5kbpd for the month of febuari. #PTAL" [X Link](https://x.com/TBstockinvestor/status/1887989546807169082) 2025-02-07T22:19Z [---] followers, [----] engagements "If petroperu would be able to operate the onp efficiently the peruvian oil industry would thrive. The direct costs are over a hundred million Indirectly it is significant more. The most successful oil co in peru avoids the pipeline like the plague" [X Link](https://x.com/TBstockinvestor/status/1888629610935714263) 2025-02-09T16:42Z [---] followers, [---] engagements "petrotal $ptal $tal Production update. production sits at [------]. Strong update. They are producing at max capacity right now on block [--]. #ptal" [X Link](https://x.com/TBstockinvestor/status/1889059392936358066) 2025-02-10T21:10Z [---] followers, [----] engagements "Petrotal $tal $ptal is currently producing at their max capacity of 24kbpd. It makes sense to move the drill to block [---] because there is no additional production to gain on block [--] until the wells decline or they increase capacity. #ptal" [X Link](https://x.com/TBstockinvestor/status/1889217766164717825) 2025-02-11T07:39Z [---] followers, [---] engagements "Did petrotal become the operator of block [--] $ptal $tal Biggest news of the decade for the company #ptal" [X Link](https://x.com/TBstockinvestor/status/1890128696092291444) 2025-02-13T19:59Z [---] followers, [----] engagements "Block [--] is a complicated block. If petrotal $ptal $tal gets it it would be great if not also fine. The economics of the block are not as great as block [--]. The situation with the natives is also very complex. The deal with pertoperu themselves risky" [X Link](https://x.com/TBstockinvestor/status/1891787920295506316) 2025-02-18T09:52Z [---] followers, [---] engagements "In a couple hours petrotal $ptal $tal will place their reserve update. My expectation is 20-60 mil in additional reserves. This will be an exciting update to watch. #PTAL" [X Link](https://x.com/TBstockinvestor/status/1892452450604355665) 2025-02-20T05:53Z [---] followers, [---] engagements "Petrotal $ptal $tal added around [--] mil barrels in 2p reserves. In the middle of my estimates. MASSIVE upgrade in the value per share. From 053$ to 093$ In PDP value. Amazing performance by the company. #ptal" [X Link](https://x.com/TBstockinvestor/status/1892471447068491854) 2025-02-20T07:08Z [---] followers, [---] engagements "Petrotal $ptal $tal is one of the few company's that can increase their npv10 PDP value by 90% and still trade flat. At this point it makes sense to just take out debt to buy 10% of outstanding shares annually. #PTAL" [X Link](https://x.com/TBstockinvestor/status/1892646860579311761) 2025-02-20T18:45Z [---] followers, [----] engagements "Petrotal $ptal $tal used to trade around pdp value. After the reserve update the pdp value is [---] per share. Current share price [---] usd There is 90% upside here #ptal" [X Link](https://x.com/TBstockinvestor/status/1894687228682502625) 2025-02-26T09:53Z [---] followers, [---] engagements "Petrotal $ptal $tal mentioned that they expect to have a partner for block [---] THIS year I am a little scepitcal. I think petrotal needs to think about taking it on by themselfs. #ptal" [X Link](https://x.com/TBstockinvestor/status/1895812420255564288) 2025-03-01T12:24Z [---] followers, [---] engagements "Petrotal $ptal $tal is one of the few companies that can make all the right decisions yet remaib undervalued. #PTAL" [X Link](https://x.com/TBstockinvestor/status/1896497118665474396) 2025-03-03T09:45Z [---] followers, [----] engagements "If petrotal's $ptal $tal sp would double tommorow I could still argue that it is a great investment. The market doest appreciate the company that much. #ptal" [X Link](https://x.com/TBstockinvestor/status/1896843365813252372) 2025-03-04T08:41Z [---] followers, [----] engagements "Petrotal $ptal $tal is envisioning [-----] bpd from block [---] by YE. Adding [----] barrels in production. This will cost them [----] mil. A little more then [----] per barrel. Very cheap #PTAL" [X Link](https://x.com/TBstockinvestor/status/1897175848287170999) 2025-03-05T06:42Z [---] followers, [----] engagements "Petrotal $ptal $tal is looking realy cheap again. Anything under [--] gbx is a great investment in my opion as long as oil remains 70$ #ptal" [X Link](https://x.com/TBstockinvestor/status/1899031065009819721) 2025-03-10T09:34Z [---] followers, [----] engagements "Petrotal $ptal $tal delivery update I think they are producing either 24kbpd or close to it Delivery numbers will pick up around this time #ptal 03/11/25 00:14:02 GMT - PetroPeru Data for #PTALDATA - see https://t.co/Dd3OCXvpd9 Lot [--] Average Monthly Production: [--------] BOPD Rolling [--] Day Average: [--------] BOPD Netback assumption: $40 USD/BBL Annualized NetBack based on rolling average: $357.61 MM USD https://t.co/ahzA6yZGPT 03/11/25 00:14:02 GMT - PetroPeru Data for #PTALDATA - see https://t.co/Dd3OCXvpd9 Lot [--] Average Monthly Production: [--------] BOPD Rolling [--] Day Average: [--------] BOPD" [X Link](https://x.com/TBstockinvestor/status/1899414675390939428) 2025-03-11T10:58Z [---] followers, [----] engagements "Petrotal's $ptal $tal acquisition of block [---] is one of the cheapest and best acquisition possible. -Payback of [--] year -400% growth possibility. -Adding production for less then 10k per barrel. I hope they could do it a second time. #ptal" [X Link](https://x.com/TBstockinvestor/status/1899414675395056035) 2025-03-11T10:58Z [---] followers, [----] engagements "Petrotal $ptal $tal delivery remains very strong. Max capacity is 24kbpd so they continue to produce at max capacity #ptal 03/12/25 20:17:28 GMT - PetroPeru Data for #PTALDATA - see https://t.co/Dd3OCXvpd9 Lot [--] Average Monthly Production: [--------] BOPD Rolling [--] Day Average: [--------] BOPD Netback assumption: $40 USD/BBL Annualized NetBack based on rolling average: $371.22 MM USD https://t.co/TuY4vuNZDI 03/12/25 20:17:28 GMT - PetroPeru Data for #PTALDATA - see https://t.co/Dd3OCXvpd9 Lot [--] Average Monthly Production: [--------] BOPD Rolling [--] Day Average: [--------] BOPD Netback assumption:" [X Link](https://x.com/TBstockinvestor/status/1900084971735241055) 2025-03-13T07:22Z [---] followers, [----] engagements "I been adding some petrotal $ptal $tal the last couple of days. The ceo has been revealing some great things about the company #ptal" [X Link](https://x.com/TBstockinvestor/status/1902368840710856790) 2025-03-19T14:37Z [---] followers, [----] engagements "Petrotal $ptal $tal is one of the vew companies i believe can return 30% PA for the next [--] years. One of the most secure and low risk growing companies #ptal" [X Link](https://x.com/TBstockinvestor/status/1904432573935210947) 2025-03-25T07:18Z [---] followers, [----] engagements "Added to my petrotal $ptal $tal position once again. Any share you can get your hands on below [--] gbx is an absolute steal in my opion. #ptal" [X Link](https://x.com/TBstockinvestor/status/1906967371354411093) 2025-04-01T07:10Z [---] followers, [----] engagements "I been adding some petrotal $ptal during this turmoil. There is a chance we might dip a litgle lower but I think we re near the bottom. #ptal" [X Link](https://x.com/TBstockinvestor/status/1909196035735289926) 2025-04-07T10:46Z [---] followers, [----] engagements "Around this time petrotal $ptal $tal should be working on block [---]. The early work will be on reworks. Since the field hasnt been worked on for a while this could increase the production signficantly. #ptal #tal" [X Link](https://x.com/TBstockinvestor/status/1913658103192604772) 2025-04-19T18:17Z [---] followers, [----] engagements "I have been looking at block [---] a lot. It looks like petrotal $ptal $tal is experimenting with different delivery volumes. We saw delivery range from 600-8000 barrels. I think they are trying to optimize the block for bleding" [X Link](https://x.com/TBstockinvestor/status/1915312623152701657) 2025-04-24T07:51Z [---] followers, [---] engagements "Petrotal $ptal should still be profitable at the current price. If the low price remains for a long time we could see a dividend cut. #ptal" [X Link](https://x.com/TBstockinvestor/status/1917601952176709774) 2025-04-30T15:28Z [---] followers, [----] engagements "Petrotal $ptal is hedged and can fund their operations for a while at a 60$ oil price. If the price remains low for a year it could cause issues. #ptal #tal" [X Link](https://x.com/TBstockinvestor/status/1919714560535113780) 2025-05-06T11:23Z [---] followers, [----] engagements "It might be the biggest deal for petrotal $ptal $tal this year. They might have a new contract with petroperu on the onp. This might give them a good alternative to export their oil. I hope they got a discount on transportation costs #ptal #tal" [X Link](https://x.com/TBstockinvestor/status/1920001367176880546) 2025-05-07T06:22Z [---] followers, [----] engagements "If petrotal $ptal $tal makes a good deal with Petroperu on using the onp. I would expect that a large part of the risk discount would dissapear. It would make sense for them to trade at a premium compared to the oil market. #ptal" [X Link](https://x.com/TBstockinvestor/status/1920780000887771223) 2025-05-09T09:56Z [---] followers, [---] engagements "Petrotal $tal $ptal q1 numbers are out They are looking great [--] mil Net income [--] mil fcf Dilutent cost dissappeared Looks great overal #ptal" [X Link](https://x.com/TBstockinvestor/status/1921818027382776294) 2025-05-12T06:41Z [---] followers, [---] engagements "Petrotal $ptal $tal has a hard time trying to find a partner for block [---]. It is a risky exploration asset and there are few operators in peru. I am sceptical on petrotal's ability to find a partner. It is better for them to focus on block [--] expension and the TEA's #PTAL" [X Link](https://x.com/TBstockinvestor/status/1922618089075576919) 2025-05-14T11:40Z [---] followers, [----] engagements "I am happy petrotal $ptal $tal didn't make an offer on block [--]. It is a hard block to operate. The government over a dozen group of natives and petroperu all want a big piece of the cake. But the cake is small. Not much profit per barrel and not a lot of barrels. #ptal" [X Link](https://x.com/TBstockinvestor/status/1923304095365951584) 2025-05-16T09:06Z [---] followers, [----] engagements "Petrotal's $tal $ptal production looks strong at 20kbpd They have a hard time maintaining last quaters production. #ptal 05/23/25 04:40:38 GMT - PetroPeru Data for #PTALDATA - see https://t.co/Dd3OCXvpd9 Lot [--] Average Monthly Production: [--------] BOPD Rolling [--] Day Average: [--------] BOPD Netback assumption: $40 USD/BBL Annualized NetBack based on rolling average: $290.67 MM USD https://t.co/jCH8ub9Odf 05/23/25 04:40:38 GMT - PetroPeru Data for #PTALDATA - see https://t.co/Dd3OCXvpd9 Lot [--] Average Monthly Production: [--------] BOPD Rolling [--] Day Average: [--------] BOPD Netback assumption: $40" [X Link](https://x.com/TBstockinvestor/status/1925834233534128322) 2025-05-23T08:40Z [---] followers, [----] engagements "Petrotals $ptal $tal production looks strong. Around 20kbpd. #ptal 05/26/25 22:17:51 GMT - PetroPeru Data for #PTALDATA - see https://t.co/Dd3OCXvpd9 Lot [--] Average Monthly Production: [--------] BOPD Rolling [--] Day Average: [--------] BOPD Netback assumption: $40 USD/BBL Annualized NetBack based on rolling average: $289.07 MM USD https://t.co/j5dDhmclBf 05/26/25 22:17:51 GMT - PetroPeru Data for #PTALDATA - see https://t.co/Dd3OCXvpd9 Lot [--] Average Monthly Production: [--------] BOPD Rolling [--] Day Average: [--------] BOPD Netback assumption: $40 USD/BBL Annualized NetBack based on rolling average:" [X Link](https://x.com/TBstockinvestor/status/1927225011338666110) 2025-05-27T04:47Z [---] followers, [----] engagements "Soon the dry season will start in peru. Early data suggest it might be a mild season. Petrotal $ptal $tal was able to outperform last years production guidence and do exceptionally well . Last year was also a harsh drought. I stay positive for this years production" [X Link](https://x.com/TBstockinvestor/status/1927276930207822134) 2025-05-27T08:13Z [---] followers, [---] engagements "Petrotal's $ptal $tal market cap sits at [---] mil usd Their equity sits at [---] mil usd If they buy back their shares they would get a 25% discount compared to making investments. #PTAL" [X Link](https://x.com/TBstockinvestor/status/1928383040947908656) 2025-05-30T09:28Z [---] followers, [---] engagements "Petrotal $ptal $tal is slowly guiding away from an m&a strategy. Investments in their own business have significantly better returns and they prefer the low debt high dividend position they re in now. #ptal" [X Link](https://x.com/TBstockinvestor/status/1929787371580514668) 2025-06-03T06:28Z [---] followers, [----] engagements "Petroperu adjusted the awarding timeline of block [---]. This is done to give companies more time. They also worked very hard on grtting the onp fully operational. These [--] points where the main concern of petrotal $ptal $tal and the reason they didn't make an offer" [X Link](https://x.com/TBstockinvestor/status/1930640434516181254) 2025-06-05T14:58Z [---] followers, [---] engagements "Petrotal $ptal $tal has a hard time finding a partner for block [---] Last time they mentioned soliciting companies to come and help drill the block. I think block [---] is a bit too big for anyone to come and drill If petrotal doesnt find a partner they will surrender it. #ptal" [X Link](https://x.com/TBstockinvestor/status/1932322292631056507) 2025-06-10T06:21Z [---] followers, [----] engagements "Petrotal $ptal $tal mentioned they have a workover rig on block [---] a while back. It looks like production is incing up from [---] bpd to 600-650. A slight increase compared to their plans for the block. 06/11/25 21:57:00 GMT - PetroPeru Data for #PTALDATA - see https://t.co/Dd3OCXvpd9 Lot [---] Average Monthly Production: [------] BOPD Rolling [--] Day Average: [------] BOPD Netback assumption: $40 USD/BBL Annualized NetBack based on rolling average: $13.24 MM USD https://t.co/coQ7yAt0JL 06/11/25 21:57:00 GMT - PetroPeru Data for #PTALDATA - see https://t.co/Dd3OCXvpd9 Lot [---] Average Monthly" [X Link](https://x.com/TBstockinvestor/status/1934905832883331149) 2025-06-17T09:27Z [---] followers, [---] engagements "Petrotal $ptal $tal votes on consolidating shares today. This brings [--] great benefit. Petrotal is forced right now to either increase the dividend 33% or maintain it. Petrotal grows at 20-25% pa. with oil prices going down petrotal cant increase the dividend by that much" [X Link](https://x.com/TBstockinvestor/status/1935734284456731087) 2025-06-19T16:19Z [---] followers, [---] engagements "A big negative about petrotal $ptal $tal is that peru doesnt have a big oil industry. [--] well pumps failed. this causes 3-4kbpd to be offline. A normal company would have a rework crew on site quick and easly. petrotal needs atleast [--] months to have a rework rig. #PTAL" [X Link](https://x.com/TBstockinvestor/status/1935977014651240734) 2025-06-20T08:24Z [---] followers, [----] engagements "During share consolidations companys sometimes "reset the dividend" It is rare but it does happen. I dont think this will happen at $ptal Petrotal but a very very small chance is there. #ptal" [X Link](https://x.com/TBstockinvestor/status/1939594511740805587) 2025-06-30T07:59Z [---] followers, [----] engagements "Petrotal $ptal $tal q2 update is this month. The one thing i watch out for are the broken pumps on block [--] and when they will be fixed. This is a cheap and easy fix but because of how hard it is to get a rig on site It costs petrotal a lot of money I hope for a q3 fix #ptal" [X Link](https://x.com/TBstockinvestor/status/1939957195036127238) 2025-07-01T08:00Z [---] followers, [----] engagements "Petrotal $Ptal $tal should give a [--] year plan soon. I forgot that they would bring out a three year report but i think they release it with q2 results. A three year plan would give shareholders a great idea on the company longer term ambitions. #ptal" [X Link](https://x.com/TBstockinvestor/status/1941581627961770225) 2025-07-05T19:35Z [---] followers, [----] engagements "Petrotal $ptal $tal production in june was [-----]. This was their production with [--] pumps broken an no drilling. Even though there are some setbacks and preformence is below expectations they did close the quater well. #PTAL 06/29/25 00:11:19 GMT - PetroPeru Data for #PTALDATA - see https://t.co/Dd3OCXvpd9 Lot [--] Average Monthly Production: [--------] BOPD Rolling [--] Day Average: [--------] BOPD Netback assumption: $40 USD/BBL Annualized NetBack based on rolling average: $303.75 MM USD https://t.co/E3IggfY3oZ 06/29/25 00:11:19 GMT - PetroPeru Data for #PTALDATA - see https://t.co/Dd3OCXvpd9 Lot 95" [X Link](https://x.com/TBstockinvestor/status/1942162098458337655) 2025-07-07T10:01Z [---] followers, [----] engagements "Petrotal $ptal $tal update -21kbpd in production for q2 [---] out of [--] well pumps fixed [----] mil in cash (50 mil in debt) they had some bad luck this quater because of the failed well pumps but all together a great quater. #PTAL #tal" [X Link](https://x.com/TBstockinvestor/status/1944640895556477358) 2025-07-14T06:11Z [---] followers, [----] engagements "Petrotal's $ptal $tal Q2 will be a bad quater. -lower production -one time costs -delays I assume they will push their 24kbpd by q4 target to [----] q1. even good companys have to deal with bad quaters sadly. #ptal #tal" [X Link](https://x.com/TBstockinvestor/status/1944702376473981217) 2025-07-14T10:15Z [---] followers, [----] engagements "Petrotal $ptal $tal had the ambition to produce 24kbpd in q4. I dont think it is still possible to hit this number. the delay in the rework rig causes drilling to be delayed to atleast october. drilling [--] wells will push the 24kbpd average number to at least q1 [----]. #ptal" [X Link](https://x.com/TBstockinvestor/status/1944776239425695846) 2025-07-14T15:09Z [---] followers, [---] engagements "Block [---] has been awarded to Upland oil and gas. Block [---] is a hard but intresting block to develop and key to getting the ONP online Petrotal $ptal $tal did negotiate over the block but didnt make a good enough offer on the block. https://www.infobae.com/peru/2025/07/15/petroperu-escoge-a-cuestionada-empresa-como-socia-en-el-lote-192/ https://www.infobae.com/peru/2025/07/15/petroperu-escoge-a-cuestionada-empresa-como-socia-en-el-lote-192/" [X Link](https://x.com/TBstockinvestor/status/1945401108148420796) 2025-07-16T08:32Z [---] followers, [---] engagements "Block [---] has some intressting statisics. positive -high reserves -infrastruture in place -close to the onp. -10-12kbpd in production capacity. It would have been a great addition to petrotal's $ptal $tal portfolio" [X Link](https://x.com/TBstockinvestor/status/1945402503232684179) 2025-07-16T08:37Z [---] followers, [---] engagements "I think it could take a while before petrotal $ptal $tal can push oil through the onp. Petroperu's new priority seems to be block [--]. Petroperu moves really slow. Unless it is a imminent priority to them there wont be a deal. #ptal" [X Link](https://x.com/TBstockinvestor/status/1947901085567361103) 2025-07-23T06:06Z [---] followers, [----] engagements "Petrotal $ptal $tal is doing very well production wise. They are slightly under preforming their estimates due to significant setbacks. They haven't drilled anything on block [--] for a while and production is still doing well. #ptal" [X Link](https://x.com/TBstockinvestor/status/1952612097222738273) 2025-08-05T06:06Z [---] followers, [----] engagements "Petrotal $ptal $tal update. Sadly a bad update on short term outlook (2025) Good production profit and free cashflow. #ptal" [X Link](https://x.com/TBstockinvestor/status/1953344040729981292) 2025-08-07T06:34Z [---] followers, [----] engagements "Petrotal $ptal $tal mentioned they expect good q3 results this year because river levels are looking better then previous years and they might not have to lower production as much. #ptal" [X Link](https://x.com/TBstockinvestor/status/1955186652466278708) 2025-08-12T08:36Z [---] followers, [----] engagements "Petrotal $ptal $tal mentioned on the call that there are [--] interested party's looking at block [---]. "looking at" is a very lose statement and their might not come a deal out of this. Block [---] has been idle for a long time. It is a very large deposit. #ptal" [X Link](https://x.com/TBstockinvestor/status/1955232203173949622) 2025-08-12T11:37Z [---] followers, [----] engagements "π¨ Some updates on $PTAL & Iquitos sales: πΉ Petrotal cut sales to Iquitos due to unpaid invoices πΉ Petroperu looks closer to bankruptcy by the day πΉ But Block [---] needs the refinery so Petrotal may restart sales. Target is to start production back up this month #ptal" [X Link](https://x.com/TBstockinvestor/status/1958116153609605256) 2025-08-20T10:37Z [---] followers, [----] engagements "β½ Petrotal $PTAL $TAL may face short-term headwinds but the long-term story is great β Best mgmt team Ive seen β Proven track record: turning weak assets into π° β Strong capital discipline + growth runway β And a 12% dividend while you wait π #PTAL #Dividends" [X Link](https://x.com/TBstockinvestor/status/1958850427937759453) 2025-08-22T11:15Z [---] followers, [----] engagements "π Petrotal $PTAL $TAL quick summary: π° Net cash balance sheet π Double-digit growth π World-class asset π― Capital efficient π΅ 12% dividend while you wait Still my #1 conviction stock. #PTAL" [X Link](https://x.com/TBstockinvestor/status/1959160768663875711) 2025-08-23T07:48Z [---] followers, [----] engagements "π’ Petrotals $PTAL $TAL Block [---] investment: π΅ Acquired for just $5M β½ Current prod: [------] bpd π§ Reworks could add +1500 bpd π’ [--] dev wells possible β Capacity: [----] bpd π Essentially [----] bpd for free. #PTAL" [X Link](https://x.com/TBstockinvestor/status/1959531588955283626) 2025-08-24T08:21Z [---] followers, [----] engagements "π Investor Watch: PetroTal $PTAL $TAL Block [--] expansion = major upside. β Positives π’ [--] Bretana-sized prospects π Infrastructure largely in place β Risks π Needs extension approval π Export routes (ONP/alternatives) must hold π If successful PetroTal could 23x in scale. #PTAL #OilandGas https://twitter.com/i/web/status/1961326609404690473 https://twitter.com/i/web/status/1961326609404690473" [X Link](https://x.com/TBstockinvestor/status/1961326609404690473) 2025-08-29T07:14Z [---] followers, [---] engagements "Petrotal $ptal $tal went ex dividend today π π²An extra 3% for shareholders. #ptal" [X Link](https://x.com/TBstockinvestor/status/1961378236371222841) 2025-08-29T10:39Z [---] followers, [----] engagements "π Reminder on PetroTal $PTAL $TAL π P/E [---] @ $65 Brent πΉ15% below book π πΉ$95M net cash π° πΉ20 years of 2P reserves β½ Still one of the best value plays in the oil sector. Few names match this risk/reward profile. #ptal" [X Link](https://x.com/TBstockinvestor/status/1962140615589671247) 2025-08-31T13:09Z [---] followers, [----] engagements "Almost 30% of my portfolio is in Petrotal $PTAL $TAL. Thats how strong my conviction is. β High reserves β Strong cash flow β Unique growth potential Its the core holding of my portfolio" [X Link](https://x.com/TBstockinvestor/status/1962759378047516673) 2025-09-02T06:07Z [---] followers, [----] engagements "π° PetroTal $PTAL $TAL Free Cash Flow Catalyst Right now $1012.5M per quarter is going into erosion mitigation (through Q2 2026). Once thats behind them those funds can be redirected toward dividends πΈ or growth capex π. Massive FCF potential unlocked post-2026. #ptal #oilstocks #smallcap https://twitter.com/i/web/status/1964267486242545741 https://twitter.com/i/web/status/1964267486242545741" [X Link](https://x.com/TBstockinvestor/status/1964267486242545741) 2025-09-06T10:00Z [---] followers, [----] engagements "PetroTal $PTAL $TAL and the Petroper Question For PetroTal the future of Petropers pipeline is critical: π« If abandoned growth stalls Block [--] prospects lose value. β If taken over by a capable operator PetroTal gains a reliable high-value export route. The outcome will directly shape $PTALs long-term upside. #PTAL #Oil #Peru #SmallCap https://twitter.com/i/web/status/1965340135169376319 https://twitter.com/i/web/status/1965340135169376319" [X Link](https://x.com/TBstockinvestor/status/1965340135169376319) 2025-09-09T09:02Z [---] followers, [----] engagements "π’Petrotal $PTAL $TAL Could Acquire the ONP If Petroperu is dissolved I see a scenario where Petrotal steps in. The economics of the pipeline are compelling: Cutting costs is straightforward (most work is outsourced bringing it in-house reduces expenses). Existing contracts are extremely profitable ($811 per barrel). Producers are essentially forced to use it. At 20kbpd throughput ONP should break even. With Block [---] & Block [--] (1420kbpd) tied to it the case is strong. #Oil #Peru #Infrastructure #ptal https://twitter.com/i/web/status/1965692702269313498" [X Link](https://x.com/TBstockinvestor/status/1965692702269313498) 2025-09-10T08:23Z [---] followers, [----] engagements "A Petroperu recovery = very bullish for Petrotal $PTAL $TAL Would de-risk the Peruvian market β Petrotal gains/maintains multiple export routes Higher ONP usage = lower cost per barrel on the pipeline π #PTAL #Oil #SmallCaps" [X Link](https://x.com/TBstockinvestor/status/1966072408042873137) 2025-09-11T09:32Z [---] followers, [----] engagements "π’I bought some petrotal $ptal $tal yesterday. With my luck there is about an 80% chance we will go sub [--] gbx in the next couple of weeks. #ptal #tal" [X Link](https://x.com/TBstockinvestor/status/1968942626553401345) 2025-09-19T07:37Z [---] followers, [----] engagements "π¨Petrotal $tal $ptal Update. π§ [--] wells (1000 bpd) temporarily shut in due to pipeline leaks. Repairs are already underway and should be completed by mid-November. Management confirmed production guidance remains unchanged. This is a minor short-term hiccup but a setback non the less" [X Link](https://x.com/TBstockinvestor/status/1970023323657486439) 2025-09-22T07:12Z [---] followers, [----] engagements "Petrotal $ptal $tal has always been a safe bet for me. I have been investing in the company PRE dividend. Especialy at [--] GBX i like to add a lot of this stock. If it reaches 30gbx again i will add more without a doubt. #ptal" [X Link](https://x.com/TBstockinvestor/status/1975153844662456340) 2025-10-06T10:59Z [---] followers, [----] engagements "Petrotal $PTAL $TAL update π’ Service rig back on Bretana Block [---] rework program completed Erosion control project well underway π° $141M in cash No results yet from the Block [---] reworks. #PTAL #TAL #OilandGas" [X Link](https://x.com/TBstockinvestor/status/1977980830451483068) 2025-10-14T06:12Z [---] followers, [----] engagements "Petrotal $ptal $tal moved their rig unusually fast. I expected they would delay the start of the progam at least a month but great work #ptal #tal" [X Link](https://x.com/TBstockinvestor/status/1977990756011761697) 2025-10-14T06:52Z [---] followers, [----] engagements "Petrotal $ptal $tal shares are trading 40% lower that pre results. I am using this time to add more shares. Going down with the ship #ptal" [X Link](https://x.com/TBstockinvestor/status/1993574855640596539) 2025-11-26T06:57Z [---] followers, [----] engagements "Pancontinental energy $pcl They hold a massive stake in block pel [--]. it will be farmed down to 20% but the block might have a 10b+ barrel field. It is larger then venus or mopane but extreemly speculative" [X Link](https://x.com/TBstockinvestor/status/1845882956503564468) 2024-10-14T17:42Z [---] followers, [---] engagements "pan continental energy $PCL surged today. I been watching the company for a while. I think PEL [--] has the potential to be the biggest discovery in Namibia even bigger then mopane" [X Link](https://x.com/TBstockinvestor/status/1860071399270019254) 2024-11-22T21:22Z [---] followers, [---] engagements "Argentinas copper potential is huge but costly. β [--] Mtpa potential π° Capex: $35B$45B π Avg cost: $17500$22500 per ton I believe BHP $BHP and Lundin $LUN.TO assets are on the cheaper end of the spectrum. #Copper #Mining" [X Link](https://x.com/TBstockinvestor/status/1959852684422566071) 2025-08-25T05:37Z [---] followers, [---] engagements "Petrotal $ptal $tal decided to suspend their dividend due to low oil prices. A sad day for investors #ptal" [X Link](https://x.com/anyuser/status/1988871798184702305) 2025-11-13T07:29Z [---] followers, 33.9K engagements "I dubbled down on $evo today. I think we are approaching the lowest point" [X Link](https://x.com/TBstockinvestor/status/2009269820940775829) 2026-01-08T14:23Z [---] followers, [---] engagements "Evolution gamings $evo new games seem to be preforming well. Stock is at a [--] year low. $EVO Ice fishing still going strong top3 right now https://t.co/zjSRP92KDS $EVO Ice fishing still going strong top3 right now https://t.co/zjSRP92KDS" [X Link](https://x.com/anyuser/status/2016434204750295389) 2026-01-28T08:52Z [---] followers, [----] engagements "Depending on which tracker you use you get different results for Evolutions $evo's player numbers. q4 is either slightly down or slightly up from q3" [X Link](https://x.com/anyuser/status/2017556884341784920) 2026-01-31T11:13Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@TBstockinvestor The dutch stocktraderThe dutch stocktrader posts on X about $ptal, $tal, block, dividend the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance 32% stocks 14% currencies 9% countries 7%
Social topic influence $ptal 75%, $tal 70%, block 26%, dividend #83, $evo #5, oil 12%, strong 10%, average 8%, in the 7%, growth #429
Top accounts mentioned or mentioned by @lingrenlarsen @speedwellllc @utvecklingslra1 @phil_hk @marketshaker9 @realstevenfat1 @speedwell_llc
Top assets mentioned TAL Education Group (TAL) Evotec SE (EVO) BHP Group Limited (BHP)
Top posts by engagements in the last [--] hours
"@Speedwell_LLC A lot of new tabels are in latam us or Philippines. Latam en Philippines are lower income countries with lower bet sizes. Also some america doesnt allow streaming outside of said state meaning player count will be lower aswell"
X Link 2026-02-08T15:11Z [---] followers, [---] engagements
"Evolution's $evo q4 numbers could be good. It looks like they got an average of 55-60.000 players for the quarter. My early revenue projections are: live games shows 460-480 mil RNG 75-80 mil"
X Link 2026-01-28T09:03Z [---] followers, [----] engagements
"Evolution $evo still dominates the Live game show market. Out of the top [--] games [--] belong to evolution. out of the top [--] games [--] belong to evolution"
X Link 2026-01-31T10:26Z [---] followers, [---] engagements
"The big issue for evolutions gaming $evo's share price is investors that are blindsided by the short term. They are still THE live gaming segment. Out of the top [--] live game shows they own [--]. Even if asia is preforming badly in the short term as long as the online gambling industry grows they are benefiting. https://twitter.com/i/web/status/2018599787654701187 https://twitter.com/i/web/status/2018599787654701187"
X Link 2026-02-03T08:17Z [---] followers, [----] engagements
"Evolution $evo revenue expectations for q4. Base expectation is a 2% q on q growth. The highest expectation is a full recovery of q2 revenue. I am personally looking for a bottom in asia's markets and a new base to grow from"
X Link 2026-02-04T08:53Z [---] followers, [----] engagements
""2026 will be our best year ever " i sure hope so π€£π€£ ICE [----] showcased Evolutions Year of Fun Our leaders summed it up best: - 119+ games coming in [----] - Exclusive Hasbro-powered innovations - A bold vision for where entertainment is headed Big ideas. Bigger roadmap. Even bigger future. Watch the recap π #ICE2026 https://t.co/74viOdkmDO ICE [----] showcased Evolutions Year of Fun Our leaders summed it up best: - 119+ games coming in [----] - Exclusive Hasbro-powered innovations - A bold vision for where entertainment is headed Big ideas. Bigger roadmap. Even bigger future. Watch the recap π"
X Link 2026-02-04T09:45Z [---] followers, [---] engagements
"Evolution gaming $evo q4 numbers. -Profitability looks good -asian market looks good -American/latam looks great -eu preformed its worse q yet Revenue slight below market expectations"
X Link 2026-02-05T08:34Z [---] followers, [---] engagements
"I think evolution $evo wants to wait with its dividend/buyback decision until they hear from the Nevada gaming regulators on galaxy. A [--] dividend and a [---] mil buyback on [---] mil cash is a thight fit. And over [--] mil on galaxy gaming. It is a thight fit"
X Link 2026-02-05T08:48Z [---] followers, [----] engagements
"Someone is willing to sell you a company in a growing market (igaming) with a moat for less then 10x profit. If the dividend is maintain you get a 5% dividend aswell"
X Link 2026-02-05T10:29Z [---] followers, [---] engagements
"Evolution $evo should consider allocating 100% of their capital to share buybacks at this point. At 9x pe it would give them a 11% return"
X Link 2026-02-06T08:50Z [---] followers, [----] engagements
"I might be a conspiracy theorist but what if evo cant buy back shares because kenneth dart want to make an offer. There is [--] undiscussed piece of evidence. The offer has a minimum share price requirement of "the highest price in [--] months" [---] SEK. The ceo said "wait a couple of weeks" If kenneth dart would wait until the end of febuari he would only need to offer 828"
X Link 2026-02-08T11:03Z [---] followers, [---] engagements
"IF this is true (i cant find the source) And darts custodian has 28.78% of shares and he still holds the swaps. He would be over 30% forcing him to make an offer within [--] weeks. Specifically the sentence "just wait a few weeks on capital allocation" doesnt make sense to me $evo #Evolution Darts custodian p 2878%. Fortstter ka. $EVO Darts custodian p 2878%. Fortstter ka. $EVO"
X Link 2026-02-09T08:36Z [---] followers, [----] engagements
"There are very few reason to delay capital allocation. $evo -dividend or buyback cut -acquisitions/getting acquired -increasing Capex -lack of revenue/profits Evolution doesnt have significant Capex. Revenue for [----] q1 will be flat (worst case) They have plenty of capital to pay out a [--] dividend and buyback [---] mil in shares. All that is left is an getting an offer for the company. https://twitter.com/i/web/status/2020780870487904344 https://twitter.com/i/web/status/2020780870487904344"
X Link 2026-02-09T08:44Z [---] followers, [----] engagements
"Hacksaw $hack seem to have pretty good numbers on stake. Specificaly Le fishermen released in februari this year has [----] players"
X Link 2026-02-12T19:32Z [---] followers, [----] engagements
"I believe that there is a decent chance Dart stopped buying and that is the drop of the past [--] days. Either he is at 30% or just below it. $evo"
X Link 2026-02-13T11:39Z [---] followers, [---] engagements
"I still wonder why Evolution $EVO decided to delay the dividend/buyback. Unless we see an acquisition offer. FCF per Q is roughly [---] mil - a buyback of [---] mil -stable dividend [---] mil (in q2) They still have cash reserves north of [---] mil to rely on. They would end the year with around [---] mil of cash. (Assuming no growth) https://twitter.com/i/web/status/2022289297219498366 https://twitter.com/i/web/status/2022289297219498366"
X Link 2026-02-13T12:38Z [---] followers, [----] engagements
"We can all agree that delaying the dividend/buybacks was a major mistake. $evo. Unless of course they were forced to. I still wonder why Evolution $EVO decided to delay the dividend/buyback. Unless we see an acquisition offer. FCF per Q is roughly [---] mil - a buyback of [---] mil -stable dividend [---] mil (in q2) They still have cash reserves north of [---] mil to rely on. They would end the I still wonder why Evolution $EVO decided to delay the dividend/buyback. Unless we see an acquisition offer. FCF per Q is roughly [---] mil - a buyback of [---] mil -stable dividend [---] mil (in q2) They still have"
X Link 2026-02-13T13:08Z [---] followers, [---] engagements
"It wouldnt make a lot of sense for this to be a factor. Last year they announced a [---] mil buyback and a 550-600 mil dividend. The acquisition was also expected to be closed earlier. Last year they had LESS in cash then this year. Alsobuybacks are paid through out the year and dividends are paid in q2 (end of) So you would get around [---] mil in FCF before they would have to pay the dividend. [----] mil in buybacks [----] mil for galaxy. [----] mil in dividends they would still have a roughly [---] mil cash position. https://twitter.com/i/web/status/2022381408342450203"
X Link 2026-02-13T18:44Z [---] followers, [---] engagements
"It looks like petrotal's $ptal $tal block [---] is producing 550-650 bpd. Soon they will have a drill rig on the block. I am excited to know how strong this block can flow. #PTAL"
X Link 2025-02-04T10:31Z [---] followers, [---] engagements
"Petrotal $ptal $tal production update My hopes for this month is 23kbpd+ a new record for petrotal. They started the month very strong at [------] bopd. I think it is possible. #PTAL 02/04/25 20:57:35 GMT - PetroPeru Data for #PTALDATA - see https://t.co/Dd3OCXvpd9 Lot [--] Average Monthly Production: [--------] BOPD Rolling [--] Day Average: [--------] BOPD Netback assumption: $40 USD/BBL Annualized NetBack based on rolling average: $369.92 MM USD https://t.co/olkSlnberw 02/04/25 20:57:35 GMT - PetroPeru Data for #PTALDATA - see https://t.co/Dd3OCXvpd9 Lot [--] Average Monthly Production: [--------] BOPD"
X Link 2025-02-04T21:02Z [---] followers, [----] engagements
"Petrotal $ptal $tal production update. Production sits at [------] bpd. Very strong I hope the company can maintain production above 23.5kbpd for the month of febuari. #PTAL"
X Link 2025-02-07T22:19Z [---] followers, [----] engagements
"If petroperu would be able to operate the onp efficiently the peruvian oil industry would thrive. The direct costs are over a hundred million Indirectly it is significant more. The most successful oil co in peru avoids the pipeline like the plague"
X Link 2025-02-09T16:42Z [---] followers, [---] engagements
"petrotal $ptal $tal Production update. production sits at [------]. Strong update. They are producing at max capacity right now on block [--]. #ptal"
X Link 2025-02-10T21:10Z [---] followers, [----] engagements
"Petrotal $tal $ptal is currently producing at their max capacity of 24kbpd. It makes sense to move the drill to block [---] because there is no additional production to gain on block [--] until the wells decline or they increase capacity. #ptal"
X Link 2025-02-11T07:39Z [---] followers, [---] engagements
"Did petrotal become the operator of block [--] $ptal $tal Biggest news of the decade for the company #ptal"
X Link 2025-02-13T19:59Z [---] followers, [----] engagements
"Block [--] is a complicated block. If petrotal $ptal $tal gets it it would be great if not also fine. The economics of the block are not as great as block [--]. The situation with the natives is also very complex. The deal with pertoperu themselves risky"
X Link 2025-02-18T09:52Z [---] followers, [---] engagements
"In a couple hours petrotal $ptal $tal will place their reserve update. My expectation is 20-60 mil in additional reserves. This will be an exciting update to watch. #PTAL"
X Link 2025-02-20T05:53Z [---] followers, [---] engagements
"Petrotal $ptal $tal added around [--] mil barrels in 2p reserves. In the middle of my estimates. MASSIVE upgrade in the value per share. From 053$ to 093$ In PDP value. Amazing performance by the company. #ptal"
X Link 2025-02-20T07:08Z [---] followers, [---] engagements
"Petrotal $ptal $tal is one of the few company's that can increase their npv10 PDP value by 90% and still trade flat. At this point it makes sense to just take out debt to buy 10% of outstanding shares annually. #PTAL"
X Link 2025-02-20T18:45Z [---] followers, [----] engagements
"Petrotal $ptal $tal used to trade around pdp value. After the reserve update the pdp value is [---] per share. Current share price [---] usd There is 90% upside here #ptal"
X Link 2025-02-26T09:53Z [---] followers, [---] engagements
"Petrotal $ptal $tal mentioned that they expect to have a partner for block [---] THIS year I am a little scepitcal. I think petrotal needs to think about taking it on by themselfs. #ptal"
X Link 2025-03-01T12:24Z [---] followers, [---] engagements
"Petrotal $ptal $tal is one of the few companies that can make all the right decisions yet remaib undervalued. #PTAL"
X Link 2025-03-03T09:45Z [---] followers, [----] engagements
"If petrotal's $ptal $tal sp would double tommorow I could still argue that it is a great investment. The market doest appreciate the company that much. #ptal"
X Link 2025-03-04T08:41Z [---] followers, [----] engagements
"Petrotal $ptal $tal is envisioning [-----] bpd from block [---] by YE. Adding [----] barrels in production. This will cost them [----] mil. A little more then [----] per barrel. Very cheap #PTAL"
X Link 2025-03-05T06:42Z [---] followers, [----] engagements
"Petrotal $ptal $tal is looking realy cheap again. Anything under [--] gbx is a great investment in my opion as long as oil remains 70$ #ptal"
X Link 2025-03-10T09:34Z [---] followers, [----] engagements
"Petrotal $ptal $tal delivery update I think they are producing either 24kbpd or close to it Delivery numbers will pick up around this time #ptal 03/11/25 00:14:02 GMT - PetroPeru Data for #PTALDATA - see https://t.co/Dd3OCXvpd9 Lot [--] Average Monthly Production: [--------] BOPD Rolling [--] Day Average: [--------] BOPD Netback assumption: $40 USD/BBL Annualized NetBack based on rolling average: $357.61 MM USD https://t.co/ahzA6yZGPT 03/11/25 00:14:02 GMT - PetroPeru Data for #PTALDATA - see https://t.co/Dd3OCXvpd9 Lot [--] Average Monthly Production: [--------] BOPD Rolling [--] Day Average: [--------] BOPD"
X Link 2025-03-11T10:58Z [---] followers, [----] engagements
"Petrotal's $ptal $tal acquisition of block [---] is one of the cheapest and best acquisition possible. -Payback of [--] year -400% growth possibility. -Adding production for less then 10k per barrel. I hope they could do it a second time. #ptal"
X Link 2025-03-11T10:58Z [---] followers, [----] engagements
"Petrotal $ptal $tal delivery remains very strong. Max capacity is 24kbpd so they continue to produce at max capacity #ptal 03/12/25 20:17:28 GMT - PetroPeru Data for #PTALDATA - see https://t.co/Dd3OCXvpd9 Lot [--] Average Monthly Production: [--------] BOPD Rolling [--] Day Average: [--------] BOPD Netback assumption: $40 USD/BBL Annualized NetBack based on rolling average: $371.22 MM USD https://t.co/TuY4vuNZDI 03/12/25 20:17:28 GMT - PetroPeru Data for #PTALDATA - see https://t.co/Dd3OCXvpd9 Lot [--] Average Monthly Production: [--------] BOPD Rolling [--] Day Average: [--------] BOPD Netback assumption:"
X Link 2025-03-13T07:22Z [---] followers, [----] engagements
"I been adding some petrotal $ptal $tal the last couple of days. The ceo has been revealing some great things about the company #ptal"
X Link 2025-03-19T14:37Z [---] followers, [----] engagements
"Petrotal $ptal $tal is one of the vew companies i believe can return 30% PA for the next [--] years. One of the most secure and low risk growing companies #ptal"
X Link 2025-03-25T07:18Z [---] followers, [----] engagements
"Added to my petrotal $ptal $tal position once again. Any share you can get your hands on below [--] gbx is an absolute steal in my opion. #ptal"
X Link 2025-04-01T07:10Z [---] followers, [----] engagements
"I been adding some petrotal $ptal during this turmoil. There is a chance we might dip a litgle lower but I think we re near the bottom. #ptal"
X Link 2025-04-07T10:46Z [---] followers, [----] engagements
"Around this time petrotal $ptal $tal should be working on block [---]. The early work will be on reworks. Since the field hasnt been worked on for a while this could increase the production signficantly. #ptal #tal"
X Link 2025-04-19T18:17Z [---] followers, [----] engagements
"I have been looking at block [---] a lot. It looks like petrotal $ptal $tal is experimenting with different delivery volumes. We saw delivery range from 600-8000 barrels. I think they are trying to optimize the block for bleding"
X Link 2025-04-24T07:51Z [---] followers, [---] engagements
"Petrotal $ptal should still be profitable at the current price. If the low price remains for a long time we could see a dividend cut. #ptal"
X Link 2025-04-30T15:28Z [---] followers, [----] engagements
"Petrotal $ptal is hedged and can fund their operations for a while at a 60$ oil price. If the price remains low for a year it could cause issues. #ptal #tal"
X Link 2025-05-06T11:23Z [---] followers, [----] engagements
"It might be the biggest deal for petrotal $ptal $tal this year. They might have a new contract with petroperu on the onp. This might give them a good alternative to export their oil. I hope they got a discount on transportation costs #ptal #tal"
X Link 2025-05-07T06:22Z [---] followers, [----] engagements
"If petrotal $ptal $tal makes a good deal with Petroperu on using the onp. I would expect that a large part of the risk discount would dissapear. It would make sense for them to trade at a premium compared to the oil market. #ptal"
X Link 2025-05-09T09:56Z [---] followers, [---] engagements
"Petrotal $tal $ptal q1 numbers are out They are looking great [--] mil Net income [--] mil fcf Dilutent cost dissappeared Looks great overal #ptal"
X Link 2025-05-12T06:41Z [---] followers, [---] engagements
"Petrotal $ptal $tal has a hard time trying to find a partner for block [---]. It is a risky exploration asset and there are few operators in peru. I am sceptical on petrotal's ability to find a partner. It is better for them to focus on block [--] expension and the TEA's #PTAL"
X Link 2025-05-14T11:40Z [---] followers, [----] engagements
"I am happy petrotal $ptal $tal didn't make an offer on block [--]. It is a hard block to operate. The government over a dozen group of natives and petroperu all want a big piece of the cake. But the cake is small. Not much profit per barrel and not a lot of barrels. #ptal"
X Link 2025-05-16T09:06Z [---] followers, [----] engagements
"Petrotal's $tal $ptal production looks strong at 20kbpd They have a hard time maintaining last quaters production. #ptal 05/23/25 04:40:38 GMT - PetroPeru Data for #PTALDATA - see https://t.co/Dd3OCXvpd9 Lot [--] Average Monthly Production: [--------] BOPD Rolling [--] Day Average: [--------] BOPD Netback assumption: $40 USD/BBL Annualized NetBack based on rolling average: $290.67 MM USD https://t.co/jCH8ub9Odf 05/23/25 04:40:38 GMT - PetroPeru Data for #PTALDATA - see https://t.co/Dd3OCXvpd9 Lot [--] Average Monthly Production: [--------] BOPD Rolling [--] Day Average: [--------] BOPD Netback assumption: $40"
X Link 2025-05-23T08:40Z [---] followers, [----] engagements
"Petrotals $ptal $tal production looks strong. Around 20kbpd. #ptal 05/26/25 22:17:51 GMT - PetroPeru Data for #PTALDATA - see https://t.co/Dd3OCXvpd9 Lot [--] Average Monthly Production: [--------] BOPD Rolling [--] Day Average: [--------] BOPD Netback assumption: $40 USD/BBL Annualized NetBack based on rolling average: $289.07 MM USD https://t.co/j5dDhmclBf 05/26/25 22:17:51 GMT - PetroPeru Data for #PTALDATA - see https://t.co/Dd3OCXvpd9 Lot [--] Average Monthly Production: [--------] BOPD Rolling [--] Day Average: [--------] BOPD Netback assumption: $40 USD/BBL Annualized NetBack based on rolling average:"
X Link 2025-05-27T04:47Z [---] followers, [----] engagements
"Soon the dry season will start in peru. Early data suggest it might be a mild season. Petrotal $ptal $tal was able to outperform last years production guidence and do exceptionally well . Last year was also a harsh drought. I stay positive for this years production"
X Link 2025-05-27T08:13Z [---] followers, [---] engagements
"Petrotal's $ptal $tal market cap sits at [---] mil usd Their equity sits at [---] mil usd If they buy back their shares they would get a 25% discount compared to making investments. #PTAL"
X Link 2025-05-30T09:28Z [---] followers, [---] engagements
"Petrotal $ptal $tal is slowly guiding away from an m&a strategy. Investments in their own business have significantly better returns and they prefer the low debt high dividend position they re in now. #ptal"
X Link 2025-06-03T06:28Z [---] followers, [----] engagements
"Petroperu adjusted the awarding timeline of block [---]. This is done to give companies more time. They also worked very hard on grtting the onp fully operational. These [--] points where the main concern of petrotal $ptal $tal and the reason they didn't make an offer"
X Link 2025-06-05T14:58Z [---] followers, [---] engagements
"Petrotal $ptal $tal has a hard time finding a partner for block [---] Last time they mentioned soliciting companies to come and help drill the block. I think block [---] is a bit too big for anyone to come and drill If petrotal doesnt find a partner they will surrender it. #ptal"
X Link 2025-06-10T06:21Z [---] followers, [----] engagements
"Petrotal $ptal $tal mentioned they have a workover rig on block [---] a while back. It looks like production is incing up from [---] bpd to 600-650. A slight increase compared to their plans for the block. 06/11/25 21:57:00 GMT - PetroPeru Data for #PTALDATA - see https://t.co/Dd3OCXvpd9 Lot [---] Average Monthly Production: [------] BOPD Rolling [--] Day Average: [------] BOPD Netback assumption: $40 USD/BBL Annualized NetBack based on rolling average: $13.24 MM USD https://t.co/coQ7yAt0JL 06/11/25 21:57:00 GMT - PetroPeru Data for #PTALDATA - see https://t.co/Dd3OCXvpd9 Lot [---] Average Monthly"
X Link 2025-06-17T09:27Z [---] followers, [---] engagements
"Petrotal $ptal $tal votes on consolidating shares today. This brings [--] great benefit. Petrotal is forced right now to either increase the dividend 33% or maintain it. Petrotal grows at 20-25% pa. with oil prices going down petrotal cant increase the dividend by that much"
X Link 2025-06-19T16:19Z [---] followers, [---] engagements
"A big negative about petrotal $ptal $tal is that peru doesnt have a big oil industry. [--] well pumps failed. this causes 3-4kbpd to be offline. A normal company would have a rework crew on site quick and easly. petrotal needs atleast [--] months to have a rework rig. #PTAL"
X Link 2025-06-20T08:24Z [---] followers, [----] engagements
"During share consolidations companys sometimes "reset the dividend" It is rare but it does happen. I dont think this will happen at $ptal Petrotal but a very very small chance is there. #ptal"
X Link 2025-06-30T07:59Z [---] followers, [----] engagements
"Petrotal $ptal $tal q2 update is this month. The one thing i watch out for are the broken pumps on block [--] and when they will be fixed. This is a cheap and easy fix but because of how hard it is to get a rig on site It costs petrotal a lot of money I hope for a q3 fix #ptal"
X Link 2025-07-01T08:00Z [---] followers, [----] engagements
"Petrotal $Ptal $tal should give a [--] year plan soon. I forgot that they would bring out a three year report but i think they release it with q2 results. A three year plan would give shareholders a great idea on the company longer term ambitions. #ptal"
X Link 2025-07-05T19:35Z [---] followers, [----] engagements
"Petrotal $ptal $tal production in june was [-----]. This was their production with [--] pumps broken an no drilling. Even though there are some setbacks and preformence is below expectations they did close the quater well. #PTAL 06/29/25 00:11:19 GMT - PetroPeru Data for #PTALDATA - see https://t.co/Dd3OCXvpd9 Lot [--] Average Monthly Production: [--------] BOPD Rolling [--] Day Average: [--------] BOPD Netback assumption: $40 USD/BBL Annualized NetBack based on rolling average: $303.75 MM USD https://t.co/E3IggfY3oZ 06/29/25 00:11:19 GMT - PetroPeru Data for #PTALDATA - see https://t.co/Dd3OCXvpd9 Lot 95"
X Link 2025-07-07T10:01Z [---] followers, [----] engagements
"Petrotal $ptal $tal update -21kbpd in production for q2 [---] out of [--] well pumps fixed [----] mil in cash (50 mil in debt) they had some bad luck this quater because of the failed well pumps but all together a great quater. #PTAL #tal"
X Link 2025-07-14T06:11Z [---] followers, [----] engagements
"Petrotal's $ptal $tal Q2 will be a bad quater. -lower production -one time costs -delays I assume they will push their 24kbpd by q4 target to [----] q1. even good companys have to deal with bad quaters sadly. #ptal #tal"
X Link 2025-07-14T10:15Z [---] followers, [----] engagements
"Petrotal $ptal $tal had the ambition to produce 24kbpd in q4. I dont think it is still possible to hit this number. the delay in the rework rig causes drilling to be delayed to atleast october. drilling [--] wells will push the 24kbpd average number to at least q1 [----]. #ptal"
X Link 2025-07-14T15:09Z [---] followers, [---] engagements
"Block [---] has been awarded to Upland oil and gas. Block [---] is a hard but intresting block to develop and key to getting the ONP online Petrotal $ptal $tal did negotiate over the block but didnt make a good enough offer on the block. https://www.infobae.com/peru/2025/07/15/petroperu-escoge-a-cuestionada-empresa-como-socia-en-el-lote-192/ https://www.infobae.com/peru/2025/07/15/petroperu-escoge-a-cuestionada-empresa-como-socia-en-el-lote-192/"
X Link 2025-07-16T08:32Z [---] followers, [---] engagements
"Block [---] has some intressting statisics. positive -high reserves -infrastruture in place -close to the onp. -10-12kbpd in production capacity. It would have been a great addition to petrotal's $ptal $tal portfolio"
X Link 2025-07-16T08:37Z [---] followers, [---] engagements
"I think it could take a while before petrotal $ptal $tal can push oil through the onp. Petroperu's new priority seems to be block [--]. Petroperu moves really slow. Unless it is a imminent priority to them there wont be a deal. #ptal"
X Link 2025-07-23T06:06Z [---] followers, [----] engagements
"Petrotal $ptal $tal is doing very well production wise. They are slightly under preforming their estimates due to significant setbacks. They haven't drilled anything on block [--] for a while and production is still doing well. #ptal"
X Link 2025-08-05T06:06Z [---] followers, [----] engagements
"Petrotal $ptal $tal update. Sadly a bad update on short term outlook (2025) Good production profit and free cashflow. #ptal"
X Link 2025-08-07T06:34Z [---] followers, [----] engagements
"Petrotal $ptal $tal mentioned they expect good q3 results this year because river levels are looking better then previous years and they might not have to lower production as much. #ptal"
X Link 2025-08-12T08:36Z [---] followers, [----] engagements
"Petrotal $ptal $tal mentioned on the call that there are [--] interested party's looking at block [---]. "looking at" is a very lose statement and their might not come a deal out of this. Block [---] has been idle for a long time. It is a very large deposit. #ptal"
X Link 2025-08-12T11:37Z [---] followers, [----] engagements
"π¨ Some updates on $PTAL & Iquitos sales: πΉ Petrotal cut sales to Iquitos due to unpaid invoices πΉ Petroperu looks closer to bankruptcy by the day πΉ But Block [---] needs the refinery so Petrotal may restart sales. Target is to start production back up this month #ptal"
X Link 2025-08-20T10:37Z [---] followers, [----] engagements
"β½ Petrotal $PTAL $TAL may face short-term headwinds but the long-term story is great β
Best mgmt team Ive seen β
Proven track record: turning weak assets into π° β
Strong capital discipline + growth runway β
And a 12% dividend while you wait π #PTAL #Dividends"
X Link 2025-08-22T11:15Z [---] followers, [----] engagements
"π Petrotal $PTAL $TAL quick summary: π° Net cash balance sheet π Double-digit growth π World-class asset π― Capital efficient π΅ 12% dividend while you wait Still my #1 conviction stock. #PTAL"
X Link 2025-08-23T07:48Z [---] followers, [----] engagements
"π’ Petrotals $PTAL $TAL Block [---] investment: π΅ Acquired for just $5M β½ Current prod: [------] bpd π§ Reworks could add +1500 bpd π’ [--] dev wells possible β Capacity: [----] bpd π Essentially [----] bpd for free. #PTAL"
X Link 2025-08-24T08:21Z [---] followers, [----] engagements
"π Investor Watch: PetroTal $PTAL $TAL Block [--] expansion = major upside. β
Positives π’ [--] Bretana-sized prospects π Infrastructure largely in place β Risks π Needs extension approval π Export routes (ONP/alternatives) must hold π If successful PetroTal could 23x in scale. #PTAL #OilandGas https://twitter.com/i/web/status/1961326609404690473 https://twitter.com/i/web/status/1961326609404690473"
X Link 2025-08-29T07:14Z [---] followers, [---] engagements
"Petrotal $ptal $tal went ex dividend today π π²An extra 3% for shareholders. #ptal"
X Link 2025-08-29T10:39Z [---] followers, [----] engagements
"π Reminder on PetroTal $PTAL $TAL π P/E [---] @ $65 Brent πΉ15% below book π πΉ$95M net cash π° πΉ20 years of 2P reserves β½ Still one of the best value plays in the oil sector. Few names match this risk/reward profile. #ptal"
X Link 2025-08-31T13:09Z [---] followers, [----] engagements
"Almost 30% of my portfolio is in Petrotal $PTAL $TAL. Thats how strong my conviction is. β
High reserves β
Strong cash flow β
Unique growth potential Its the core holding of my portfolio"
X Link 2025-09-02T06:07Z [---] followers, [----] engagements
"π° PetroTal $PTAL $TAL Free Cash Flow Catalyst Right now $1012.5M per quarter is going into erosion mitigation (through Q2 2026). Once thats behind them those funds can be redirected toward dividends πΈ or growth capex π. Massive FCF potential unlocked post-2026. #ptal #oilstocks #smallcap https://twitter.com/i/web/status/1964267486242545741 https://twitter.com/i/web/status/1964267486242545741"
X Link 2025-09-06T10:00Z [---] followers, [----] engagements
"PetroTal $PTAL $TAL and the Petroper Question For PetroTal the future of Petropers pipeline is critical: π« If abandoned growth stalls Block [--] prospects lose value. β
If taken over by a capable operator PetroTal gains a reliable high-value export route. The outcome will directly shape $PTALs long-term upside. #PTAL #Oil #Peru #SmallCap https://twitter.com/i/web/status/1965340135169376319 https://twitter.com/i/web/status/1965340135169376319"
X Link 2025-09-09T09:02Z [---] followers, [----] engagements
"π’Petrotal $PTAL $TAL Could Acquire the ONP If Petroperu is dissolved I see a scenario where Petrotal steps in. The economics of the pipeline are compelling: Cutting costs is straightforward (most work is outsourced bringing it in-house reduces expenses). Existing contracts are extremely profitable ($811 per barrel). Producers are essentially forced to use it. At 20kbpd throughput ONP should break even. With Block [---] & Block [--] (1420kbpd) tied to it the case is strong. #Oil #Peru #Infrastructure #ptal https://twitter.com/i/web/status/1965692702269313498"
X Link 2025-09-10T08:23Z [---] followers, [----] engagements
"A Petroperu recovery = very bullish for Petrotal $PTAL $TAL Would de-risk the Peruvian market β
Petrotal gains/maintains multiple export routes Higher ONP usage = lower cost per barrel on the pipeline π #PTAL #Oil #SmallCaps"
X Link 2025-09-11T09:32Z [---] followers, [----] engagements
"π’I bought some petrotal $ptal $tal yesterday. With my luck there is about an 80% chance we will go sub [--] gbx in the next couple of weeks. #ptal #tal"
X Link 2025-09-19T07:37Z [---] followers, [----] engagements
"π¨Petrotal $tal $ptal Update. π§ [--] wells (1000 bpd) temporarily shut in due to pipeline leaks. Repairs are already underway and should be completed by mid-November. Management confirmed production guidance remains unchanged. This is a minor short-term hiccup but a setback non the less"
X Link 2025-09-22T07:12Z [---] followers, [----] engagements
"Petrotal $ptal $tal has always been a safe bet for me. I have been investing in the company PRE dividend. Especialy at [--] GBX i like to add a lot of this stock. If it reaches 30gbx again i will add more without a doubt. #ptal"
X Link 2025-10-06T10:59Z [---] followers, [----] engagements
"Petrotal $PTAL $TAL update π’ Service rig back on Bretana Block [---] rework program completed Erosion control project well underway π° $141M in cash No results yet from the Block [---] reworks. #PTAL #TAL #OilandGas"
X Link 2025-10-14T06:12Z [---] followers, [----] engagements
"Petrotal $ptal $tal moved their rig unusually fast. I expected they would delay the start of the progam at least a month but great work #ptal #tal"
X Link 2025-10-14T06:52Z [---] followers, [----] engagements
"Petrotal $ptal $tal shares are trading 40% lower that pre results. I am using this time to add more shares. Going down with the ship #ptal"
X Link 2025-11-26T06:57Z [---] followers, [----] engagements
"Pancontinental energy $pcl They hold a massive stake in block pel [--]. it will be farmed down to 20% but the block might have a 10b+ barrel field. It is larger then venus or mopane but extreemly speculative"
X Link 2024-10-14T17:42Z [---] followers, [---] engagements
"pan continental energy $PCL surged today. I been watching the company for a while. I think PEL [--] has the potential to be the biggest discovery in Namibia even bigger then mopane"
X Link 2024-11-22T21:22Z [---] followers, [---] engagements
"Argentinas copper potential is huge but costly. β [--] Mtpa potential π° Capex: $35B$45B π Avg cost: $17500$22500 per ton I believe BHP $BHP and Lundin $LUN.TO assets are on the cheaper end of the spectrum. #Copper #Mining"
X Link 2025-08-25T05:37Z [---] followers, [---] engagements
"Petrotal $ptal $tal decided to suspend their dividend due to low oil prices. A sad day for investors #ptal"
X Link 2025-11-13T07:29Z [---] followers, 33.9K engagements
"I dubbled down on $evo today. I think we are approaching the lowest point"
X Link 2026-01-08T14:23Z [---] followers, [---] engagements
"Evolution gamings $evo new games seem to be preforming well. Stock is at a [--] year low. $EVO Ice fishing still going strong top3 right now https://t.co/zjSRP92KDS $EVO Ice fishing still going strong top3 right now https://t.co/zjSRP92KDS"
X Link 2026-01-28T08:52Z [---] followers, [----] engagements
"Depending on which tracker you use you get different results for Evolutions $evo's player numbers. q4 is either slightly down or slightly up from q3"
X Link 2026-01-31T11:13Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::TBstockinvestor